Caitlin John’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Caitlin John’s Portfolio SPMO Stock Details SPMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-408	Closed	-$38.8K	–	695
2024 Q4	$38.8K	Buy	408 +33	+9%	+$3.13K	0.03%	260
2024 Q3	$36.2K	Buy	375 +278	+287%	+$24.3K	0.02%	285
2024 Q2	$8.51K	Sell	97 -11	-10%	-$894	0.01%	485
2024 Q1	$8.69K	Sell	108 -328	-75%	-$24.2K	0.01%	478
2023 Q4	$28.6K	Buy	+436	New	+$26.4K	0.02%	288

Other funds holding SPMO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caitlin John's SPMO Position: Q1 2025 in Review

Caitlin John sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q1 2025, closing a stake of 408 shares — an estimated $38.8K sold.

Caitlin John first reported a position in SPMO in Q4 2023 and held it in 5 quarters. The position peaked at $38.8K in Q4 2024. 389 funds tracked by Wall St. Rank hold SPMO as of Q1 2025.

Caitlin John reported no remaining Invesco S&P 500 Momentum ETF position as of Q1 2025 after selling out during the quarter.
Caitlin John sold 408 Invesco S&P 500 Momentum ETF shares in Q1 2025, an estimated $38.8K.
Caitlin John first reported a position in Invesco S&P 500 Momentum ETF in Q4 2023 and held it in 5 quarters.
Caitlin John's Invesco S&P 500 Momentum ETF position peaked at $38.8K in Q4 2024.
389 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.